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Financial Advisor
May 2004
Tracey Longo |
Cracking the Corporate Market Some advisors talk a good game about attracting corporate executive clients. With more than $1 billion in assets, San Francisco's Tim Kochis walks the walk, too.   |
Investment Advisor
February 2009 |
The Future Is Now The independent advisory family is dealing with a disaster that has shaken it to its core. Having survived a brutal 2008, the future looks dim, and many advisors are frustrated at best with the present, and despairing at worst over the future. |
| Financial Advisor |
Frontline News News of interest to advisors: Clients want insured investments... Francais succeeds Kochis as Aspiriant CEO... Financial Planning Association's Top Lobbyist Stepping Down... New Web sites keep advisors honest... more... |
Financial Planning
October 1, 2010
Bob Veres |
What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation. |
Financial Planning
January 1, 2007 |
Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc. |
Registered Rep.
January 1, 2006
Kristen French |
A Level Playing Field High-profit ensembles and solos are the top-performing 25% of financial advisory firms. Other ensembles and solos would lose money if they paid their owners a market level salary. |
Investment Advisor
May 2007 |
The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc. |
Financial Planning
January 5, 2008 |
Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry. |
Investment Advisor
December 2005
Kathleen M. McBride |
The History of Financial Planning It's been a rocky ride for planners over 25 years. Financial planning today has become less associated with any product or investment type at all and far more associated -- as it should be -- with individual investor planning and investor needs. |
Financial Advisor
November 2003
Hinchcliff & Longo |
Extraordinary Vs. Ordinary Experts at The 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country. |
Financial Planning
April 1, 2005
Donald Jay Korn |
2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners. |
Financial Advisor
December 2007 |
Frontline News Kochis Fitz To Merge With Quintile... Practicing The Best Practices... United Capital Buys Four Advisory Firms... Herd Mentality Linked With Keeping Up With The Joneses... etc. |
Financial Advisor
August 2005
Eva Marer |
The Recruiting Gap Demand for top young talent has outstripped supply, and that has some independent advisors worried about the future of the financial advisory profession. |
Financial Advisor
October 2008
Raymond Fazzi |
Independent Power House Kochis Fitz and Quintile Wealth Management LLC complete a merger that, according to its principals, creates the third-largest independent wealth management firm in the nation and the largest in California. |
Investment Advisor
August 2007 |
Group Think The Financial Planning Association named E. Denby Brandon as the recipient of the 2007 P. Kemp Fain Jr. Award... The CFP Board has invited the public to attend a free Financial Planning Clinic... etc. |
Investment Advisor
December 2006
James J. Green |
The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show. |
Investment Advisor
July 2008
Melanie Waddell |
Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready? |
Financial Advisor
April 2008
David Drucker |
Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession? |
Financial Advisor
February 2004
Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Investment Advisor
December 2006
Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. |
Investment Advisor
December 2007
James J. Green |
A Force in the West, With Aspirations The CEOs of two big California wealth management firms, Tim Kochis and Rob Francais, talk about their merger. |
Financial Advisor
August 2005 |
Frontline News Percentage Of Female CFPs Shows Little Change... FPA, Aetna Join To Educate Expectant Parents About Costs... IRS Crackdown On Stock Options Abuse Nets 95 Settlements... etc. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know. |
Registered Rep.
March 1, 2008 |
Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses. |
Financial Advisor
September 2004
Alyn Ackermann |
Defying Diversification Advisors already contend with senior executives holding dangerously concentrated positions in their company's stock-and it may get worse. |
Investment Advisor
February 2009 |
How They're Coping Read how five forward-thinking advisors are coping with the current crisis. |
Financial Advisor
July 2006 |
The Golden Age of Growth As the RIA profession continues to grow and mature, it will be interesting to see if it retains its heterogeneous, inclusive character or evolves into a more homogenous business, as so many industries do over time. |
Financial Advisor
April 2005
Bruce W. Fraser |
Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities. |
Investment Advisor
October 2009 |
Changes Job changes, appointments, and promotions: Benjamin Ledyard... Tim Kochis... Duane Thompson... Steve Fadem... Mick Moloney... William Denton... Ben Jackson... Henry Hu... D. Sean McDade... George Keith... Rebecca Smith... Kristine Neuhauser... Lisa Cerchiaro... |
The Motley Fool
December 6, 2008
Selena Maranjian |
Is Your Retirement Being Destroyed? It's true that everyone is hurting right now. But those who are planning to retire soon face some particular challenges. |
Financial Advisor
December 2004
Joel P. Bruckenstein |
Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring. |
Investment Advisor
December 2007 |
Upgrades LPL Financial Services has partnered with Fiduciary360... Kochis Fitz of San Francisco and Quintile Wealth Management of Los Angeles say they will merge... etc. |
Financial Advisor
May 2012
Lewis J. Walker |
The Gift Of Presence Collaboration is critical if our society, our profession and our practices are to work, succeed, grow and prosper. |
